Our Services

Advising individuals and businesses
The core areas of financial planning on which we advise individuals and corporate clients are investments, protection, pensions (including auto-enrolment) and mortgages. Where other services are
required, including equity release, QROPS (overseas pensions) and legal matters such as wills, we can make referrals to key business partners. (Intrinsic is not responsible for these
services)

The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.

The FCA do not regulate auto enrolment, inheritance tax planning and will writing.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Tax treatment varies according to individual circumstances and is subject to change,

Whether you require holistic or focused financial advice, we will get to know you before making any recommendations.
Our be based on a review of your current position and a sound understanding of your immediate needs and future aspirations. The scope of the review will be your choice and could embrace any or all
of: